Business Details
11 Years
experience
IRS Audit Defense & Tax Law Expertise
Infinite Partnerships CPA Tax Attorney is a legal practice specializing in tax law, estate planning, and attorney-client privilege advocacy. With decades of combined experience in tax compliance and litigation, our firm provides expert guidance on complex tax matters, including IRS audits, asset protection trusts, and international tax residency. We represent clients in navigating the intersection of legal and tax advisory services, with a focus on preserving client confidentiality under attorney-client privilege.Our team has extensive experience in high-stakes tax disputes, including precedent-setting cases involving Spousal Lifetime Access Trusts (SLATs), Domestic Asset Protection Trusts (DAPTs), and S Corporation estate planning. We maintain a rigorous commitment to ethical standards, transparency in legal processes, and client-centric representation, with a track record of defending tax strategies in federal courts and US Tax Court proceedings.
Services
IRS Audit Defense
Estate Planning
Asset Protection Trusts
Tax Controversy Representation
International Tax Compliance
S Corporation Succession Planning
Domestic Asset Protection Trusts
Spousal Lifetime Access Trusts
Details
- Year established: 2015
Highlights and features
- We offer 30+ years of combined experience in tax law and IRS litigation
- Our team holds dual CPA and attorney credentials for comprehensive tax-legal analysis
- We implement proven trust structures validated in US Tax Court cases
- Our firm specializes in complex asset protection strategies including SLAT/DAPT frameworks
- We provide posthumous audit defense guarantees for estate planning documents
Services
IRS Audit Defense
Comprehensive defense against IRS audits including criminal tax investigations, audit response strategies, and privilege protection. Our team leverages dual CPA-attorney expertise to navigate complex tax code interpretations and court precedents. Services include audit representation, document preparation, and litigation strategy development for both individual and corporate taxpayers.
Estate Planning
Customized estate plans utilizing SLATs, DAPTs, and irrevocable trusts to minimize tax exposure while ensuring asset protection. We implement structures validated in US Tax Court cases, focusing on business succession and intergenerational wealth transfer. Services include trust creation, gift tax planning, and posthumous audit defense guarantees.
Asset Protection Trusts
Specialized trust structures including Domestic Asset Protection Trusts and Family LLCs designed to withstand IRS challenges. Our approach combines legal and tax expertise to create defensible asset protection frameworks. Services include trust documentation, business entity structuring, and court-tested protection strategies.
Tax Controversy Representation
Representation in tax disputes before the IRS, US Tax Court, and federal courts. Our practice focuses on complex tax matters involving international compliance, criminal tax defense, and high-stakes audit outcomes. Services include litigation strategy, settlement negotiations, and appellate representation in precedent-setting cases.
International Tax Compliance
Specialized services for US Virgin Islands residency claims, offshore asset structuring, and global tax compliance. We address complex jurisdictional issues and residency requirements through court-validated strategies. Services include international trust structures, tax residency documentation, and cross-border audit defense.
People
Infinite Partnerships
CPA Tax Attorney
Dual-qualified CPA and attorney with extensive experience in tax law, estate planning, and IRS litigation. Recognized for precedent-setting work in attorney-client privilege for tax matters and complex trust structures. Regular contributor to tax law discourse through published articles and court case analysis.
Questions
What is the attorney-client privilege for tax advice?
Tax advice from licensed attorneys is protected by attorney-client privilege when communications occur in the context of legal representation, not general tax preparation.
How do SLAT/DAPT trusts protect assets?
These irrevocable trusts provide asset protection while allowing controlled access for beneficiaries, validated through US Tax Court precedents.
Can IRS audit my estate after death?
Yes, the IRS can audit estates years after death, challenging trust structures and gift tax valuations under IRC §2036(a).
What is the Business Purpose Doctrine?
This legal principle requires estate planning structures to demonstrate legitimate non-tax business purposes to withstand IRS scrutiny.
How to protect S Corporation interests?
Intentionally Defective Grantor Trusts maintain S Corp status while transferring ownership with tax advantages validated by IRS Revenue Rulings.
What are the risks of Virgin Islands residency?
Bona fide residency requires comprehensive documentation of physical presence and economic ties to qualify for tax benefits under IRC §934.
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